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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,143 | $59,111+104.9% | $86,451+40.1% | $68,490+76.9% |
| Participation rate | 83.0% | 75.2%+7.7pp | 80.3%+2.6pp | 67.9%+15.1pp |
| Annual return | -19.82% | -0.22%-19.6pp | 4398.51%-4418.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,196 | $5,900+55.9% | $6,953+32.3% | $4,028+128.3% |
| Admin fee / account holder | $975 | $5,640-82.7% | $6,734-85.5% | $5,403-82.0% |